Plans, Budget & Report 2011 Member Services Management Unit. Plans, Budget & Report 2011 Member Services Management Unit

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1 Plans, Budget & Report 2011 A.1.1. Develop a Marketing / Public Relations Plan No activities planned in this area this year. Plans, Budget & Report 2011 A.3.1. Propose Corporate Memberships and Begin Recruiting George White was appointed to the UPHA Board to serve a term ending May 1, He will take the lead on this project. Budget: Association Year (Excel Data Sheet) No costs anticipated for this activity Budget: Association Year Revenue and Expense details for this will be presented to the Board of Directors " #

2 Plans, Budget & Report 2011 A.2.1. Develop New and Enhanced Member Renewal and New Member Recruitment Plan A member mailing will be send in February A tax deductible donation line will be added to the letter giving new/renewing members the options to donate to UPHA On the online conference registration system there will be an option to renew/join UPHA at the same time as registering for the conference. A tax deductible donation line will be added to the online system giving new/renewing members the option to donate to UPHA Budget: Association Year (Excel Data Sheet) RECEIPTS Association Internal Service Fees $0.00 Exhibitor Fees Received $0.00 Grants Received $0.00 Membership Dues Received $4, Other Receipts $0.00 Pass Through Funds $0.00 Registration, Sponsored Mgts $0.00 Scholarship Funds Received $0.00 Sponsor $0.00 TOTAL RECEIPTS: $4, EXPENDITURES Association Staff $0.00 Awards, Contributions, Memberships $0.00 Dispersment of Conf Revenues $0.00 Food, Luncheons, Catering $0.00 Office Costs, Supplies, Printing, Postage $ Other Costs : Transaction fees for online payments $0.00 Pass Through Funds $0.00 Professional Fees, Honorariums, Legal Fees $0.00 Scholarship Expenses $0.00 Travel Expense $0.00 TOTAL EXPENSES: $ DIFFERENCE $4, $ %

3 Plans, Budget & Report 2011 B.3.1. Create Special interest Groups No activities planned in this area this year. Association Year Annual Report Plans, Budget & Report 2011 B.4.1. Design System and Services that Attract More Public Health Nurses No activities planned in this area this year. Budget: Association Year No costs anticipated for this activity Budget: Association Year No costs anticipated for this activity & '

4 Plans, Budget & Report 2011 B.4.2. Use MD and or RN as Spokespersons and To Help Recruit New Members Plans, Budget & Report 2011 C.4.1. Develop Advocacy Resources and Expand use of Advocacy Tools No activities planned in this area this year. No activities planned in this area this year. Budget: Association Year No costs anticipated for this activity Budget: Association Year No costs anticipated for this activity ( )

5 Plans, Budget & Report 2011 C.5.1. Integrate Association Activities and Resources with Academics No activities planned in this area this year. Plans, Budget & Report 2011 D.1.1. Hire an Executive Director Executive Director Recruited and Hired May, 2009 Budget: Association Year Budget: Association Year (Excel Data Sheet) No costs anticipated for this activity * "+

6 Plans, Budget & Report 2011 C Evaluate Other State Associations Leadership and Communications Send Dan Kinnersley, our APHA Affiliate Representative, and Eric Edwards, President, to the annual APHA conference. Budget: Association Year (Excel Data Sheet) RECEIPTS Association Internal Service Fees $0.00 Exhibitor Fees Received $0.00 Grants Received $0.00 Membership Dues Received $0.00 Other Receipts $0.00 Pass Through Funds $0.00 Registration, Sponsored Mgts $0.00 Scholarship Funds Received $0.00 Sponsor $0.00 TOTAL RECEIPTS: $0.00 EXPENDITURES Association Staff $0.00 Awards, Contributions, Memberships $0.00 Dispersment of Conf Revenues $0.00 Food, Luncheons, Catering $0.00 Office Costs, Supplies, Printing, Postage $0.00 Other Costs Technology $0.00 Pass Through Funds $0.00 Professional Fees, Honorariums, Legal Fees $0.00 Scholarship Expenses $0.00 Travel Expense $3, TOTAL EXPENSES: $3, DIFFERENCE ($3,000.00) "" "#

7 (This page left blank for printing purposes) Plans, Budget & Report 2011 E.5.1. Develop Plan to Focus on Key Issues and Sponsor Events & Activities No activities planned in this area this year. Budget: Association Year (Excel Data Sheet) No costs anticipated for this activity "$ "%

8 Plans, Budget & Report 2011 Member Services Infrastructure UPHA Board Training and APHA Costs A New Officers and Board Members orientation and training will be conducted immediately after the Annual Business Meeting. Board of Directors Retreat will be held soon after the Elections and transition of Officers and Board members. Retreat will priority setting, responsibility clarifications, updating the Strategic Plan and its Annual Targets for the coming year, administrative matters, presentations from each of the five management units (member services, fiscal, communications, policy, staff) and planning for the rest of 2011 and beginning of Budget: Association Year (Excel Data Sheet) RECEIPTS Association Internal Service Fees $0.00 Exhibitor Fees Received $0.00 Grants Received $0.00 Membership Dues Received $ Other Receipts $0.00 Pass Through Funds $0.00 Registration, Sponsored Mgts $0.00 Scholarship Funds Received $0.00 Sponsor $0.00 TOTAL RECEIPTS: $ EXPENDITURES Association Staff $0.00 Awards, Contributions, Memberships $0.00 Dispersment of Conf Revenues $0.00 Food, Luncheons, Catering $ Office Costs, Supplies, Printing, Postage $ Other Costs : Transaction fees for on-line payments $0.00 Pass Through Funds $0.00 Professional Fees, Honorariums, Legal Fees $0.00 Scholarship Expenses $0.00 Travel Expense $0.00 TOTAL EXPENSES: $ DIFFERENCE $0.00 "& "'

9 Budget: Association Year (Excel Data Sheet) Plans, Budget & Report 2011 Annual Conference 2011 Public Health Conference for Utah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ssociation Internal Service Fees $0.00 Exhibitor Fees Received $5, Grants Received $0.00 Membership Dues Received $0.00 Other Receipts $0.00 Pass Through Funds $0.00 Registration, Sponsored Mgts $30, Scholarship Funds Received $0.00 Sponsor $23, TOTAL RECEIPTS: $59, EXPENDITURES Association Staff $7, Awards, Contributions, Memberships $1, Dispersment of Conf Revenues $0.00 Food, Luncheons, Catering $20, Office Costs, Supplies, Printing, Postage $11, Other Costs : Transaction fees for on-line payments $0.00 Pass Through Funds $0.00 Professional Fees, Honorariums, Legal Fees $4, Scholarship Expenses $0.00 Travel Expense $3, TOTAL EXPENSES: $48, DIFFERENCE $10, S'&-/22#,04&-&0#&/((&0B/0#&-&/#$&B/0/22(%3&$%.$%0)*+*< T,04&-&0#&&'/2?/(%,0:8&-&%0B%#/(&B>,:%(%'&-&:>,0:&%0/223&/:?-&B#/(&.,-%&:R%0#2?B%0. ($&,'&-/22#,04&-&0#&&'/2?/(%,0< O?##&::4?22@%0(&.-/(&B($&0&8:(?B&0(#/?#?:8%($%0($&)*+*T,04&-&0#&F0&8:(?B&0( 0&(8,-Q%0.2?0#$R:(?B&0(C-&/Q,?(:&::%,0:R:(?B&0(#/?#?:C?:%0&::3&&(%0.R&(#<G "( ")

10 UTAH PUBLIC HEALTH ASSOCIATION BUDGET: 2011 Public Health Conference Category Description Amount INCOME - RECEIPTS Association Internal Service Fees $0 Exhibitor's Fees Received $5,450 Grants Received $0 Membership Dues Received $0 Other Receipts $0 Pass Through Funds $0 Registration, Sponsored Mgts $30,450 Scholarship Funds Received $0 Sponsor $23,950 TOTAL RECEIPTS $59,850 <-- Click for DETAILS EXPENSES - COSTS Association Staff $7,785 Awards, Contributions, Memberships $1,000 Dispersment of Conf Revenues $0 Food, Luncheons, Catering $20,934 Office Costs, Supplies, Printing, Postage $11,042 Other Expenses $0 Pass Through Funds $0 Prof. Fees, Honorariums, Legal Fees $4,500 Scholarship Expenses $0 Travel Expense $3,619 TOTAL EXPENSES: $48,880 <-- Click for DETAILS PROCEEDS (Receipts Less Expenses) TOTAL PROCEEDS $10,970 REGISTRATION FEES - Receipt Totals Based on These Fees Pre-Conference Session 1 - Perinatal **Tentative - Grant** $50 Session 2 - Cancer Screeners $0 Session 2 - Cancer General $50 Session 3 - Motivational Interviewing $50 Session 4 - Take Care or Yourself $50 Enter alternative fee levels for each fee category to see the impact on PROCEEDS above 2 Day Sunrise Session $0 Member Rate $140 Non-Member Rate $190 Retired Rate $90 Student $40 1 Day Member Rate $80 Non-Member Rate $120 Retired Rate $50 Student $20 ANALYSIS OF LAST YEAR'S INCOME & COSTS - By Type & Other <-- Click for DETAILS ConferenceBudget2011-Draft3.xls - Totals and Rates Page 1 ~ 2/28/2011 ~ 9:50 AM

11 UTAH PUBLIC HEALTH ASSOCIATION BUDGET: 2011 Public Health Conference BUDGETED INCOME Category Detail Formula Amount Totals ASSOCIATION INTERNAL SERVICE FEES Other $0.00 Total INTERNAL SERVICE FEES $0.00 $0.00 EXHIBITORS Partner Exhibitor Legacy $750 $2, Comp Suporting $300 $2, Comp Contributing $100 $ Comp Total EXHIBITORS 19 $5, $5, LUNCHEON REC'D Lunchs and Meal Income $15 $0.00 Total LUNCHEON RECEIPTS 0 $0.00 $0.00 Fees From TOTAL & RATES Page REGISTRATIONS v Pre-Conference Session 1 - Perinatal **Tentative - Grant** $50 $2, Food only Session 2 - Cancer Screeners $0 $0.00 Session 2 - Cancer General $50 $ Session 3 - Motivational Interviewing $50 $1, Session 4 - Take Care or Yourself Workshop $50 $1, Presenters, Guests, Visitors, Comps $0 $0.00 Total Pre-Conference Registrations 110 $5, Day Sunrise Session $0 $0.00 CEUs H.Ed and EH Members $140 $16, Non-Members $190 $1, Retired $90 $1, Students $40 $1, Presenters, Guests, Visitors, Comps $0 $0.00 Total 2 Day Registrations 185 $21, Day Members $80 $1, *Perinatal / Membership Non-Members $120 $ Retired $50 $ Students $20 $1, Presenters, Guests, Visitors, Comps $0 $0.00 Total 1 Day Registrations 95 $3, Total REGISTRATIONS 280 $30, $30, ConferenceBudget2011-Draft3.xls - Income Page 1 ~ 2/28/2011 ~ 9:51 AM

12 SPONSORS Pre Conference Sponsors Cancer $4,000 $4, Perinatal $4,700 $4, Conference Sponsors Emergency Prep $5,000 $5, Pharmacy Rep $1,500 $0.00 UDOH EDO $4,000 $4, U of U - Pay for Students to Attend $1,000 $1, Weber State $500 $ BYU - Students $500 $0.00 UVU $500 $0.00 Westminster $500 $0.00 Special Event / Product Sponsors Platinum - $2,500 + $2,500 $2, Gold - $1,000 - $2,499 $1,000 $1, Silver - $750 - $999 $750 $ Bronze - $500 - $749 $500 $ Other $0 $0.00 Total SPONSORS 10 $23, $23, GRAND TOTAL $59, ConferenceBudget2011-Draft3.xls - Income Page 2 ~ 2/28/2011 ~ 9:51 AM

13 UTAH PUBLIC HEALTH ASSOCIATION BUDGET: 2011 Public Health Conference BUDGETED EXPENSES Category Detail Formula Amount Totals ASSOCIATION STAFF - INDIRECT SERVICE FEE Conference Receipts 10% $5, Billable System Tech Hours $30 $1, Other $0.00 Total INTERNAL SERVICE FEES 60 $7, $7, AWARDS, CONTRIBUTIONS, MEMBERSHIPS Gifts for Main Speakers $ 50 $ Speaker gifts $ 25 $ Total AWARDS, CONTRIB., MEMBERSHIPS $1, $1, DISBURSEMENT OF CONFERENCE PROCEEDS Total Proceeds to be Allocated $ - % of Registrants Share UPHA 60% => $0 (Not Transferred) HEAU 25% => $0 $0.00 UEHA 11% => $0 $0.00 OTHER 4% => $0 $ % $ - Total PROCEEDS DISBURSMENT $0.00 $0.00 FOOD Catering PreConf Breakfast $ $1, % $ Lunch $ $1, % $ Snack $ 1.30 $ % $19.50 Water $ $ % $ % $0.00 PreConf Sub Total $2, Day 1 Breakfast $ 9.95 $2, % $ Lunch $ $4, % $ Snack $ 1.30 $ % $65.00 Water $ $ % $ % $0.00 ConferenceBudget2011-Draft3.xls - Expenses Page 1 ~ 2/28/2011 ~ 9:52 AM

14 Day 1 Sub Total $8, Day 2 Breakfast $ $3, % $ Lunch $ $4, % $ Snack $ 1.30 $ % $65.00 Water $ $ % $ % $0.00 Day 2 Sub Total $9, Total FOOD $20, OFFICE COSTS Supplies Packet Folders, Name Tag Holders, $ Conference Participant Item - USB Lanyards $2, $2, Printing / Copying Pre-Conference Brochure $ Packet Contents $1, Name Tags $ Day-Of Brochure $ $1, Rentals PreConf Room 300 A $ Room 300 B $ Room 300 C $ PreConf Sub Total $1, Day 1 Room 300 A $ Room 300 B $ Room 300 C $ AV $ - Room 300 D $ Room 200 A $ Room 200 B $ Day 1 Sub Total $2, Day 2 Room 300 A $ ConferenceBudget2011-Draft3.xls - Expenses Page 2 ~ 2/28/2011 ~ 9:52 AM

15 Room 300 B $ Room 300 C $ AV $ - Room 300 D $ Room 200 A $ Room 200 B $ Day 2 Sub Total $2, Tables and Easel Rental $ Other Rentals Sub Total $ Other Conferene Planning Committee Luncheon $ Misc- charges $0.00 Other Sub Total $ Total OFFICE COSTS $11, PROFFESIONAL Pre-Conference Speakers $1, Conference Speakers/Presenters $1, Keynote Honorariums $2, Total PROFFESIONAL $4, $4, TRAVEL Air Fare & Transportion - Keynote Speakers $1, Transportion - Breakout Session Presenters Estimate (unconfirmed, etc.) $ Hotel Rooms $ $ % 12.60% $69.30 Hotel Total $ Per Diem - Keynote Speakers $ Per Diem - Breakout Session Presenters Estimate (unconfirmed, etc.) $ Total TRAVEL $3, EXPENSES / COSTS GRAND TOTAL $48, ConferenceBudget2011-Draft3.xls - Expenses Page 3 ~ 2/28/2011 ~ 9:52 AM

16 UTAH PUBLIC HEALTH ASSOCIATION ACTUAL EXPENSES: 2010 Public Health Conference Analysis of Actual Costs INCOME - RECEIPTS $44, % Receipt/Person Association Internal Service Fees $0.00 0% Exhibitor's Fees Received $ % $3.10 Grants Received $0.00 Membership Dues Received $0.00 Other Receipts $0.00 0% Pass Through Funds $0.00 0% Registration, Sponsored Mgts $27, % $94.16 Scholarship Funds Received $0.00 Sponsors $15, % $ TOTAL RECEIPTS $44, % $ EXPENSES - COSTS $46, % Cost/Person Administrative Staff $6, % $21.64 Awards, Contributions, Memberships $1, % $4.41 Dispersment of Conf Revenues $0.00 0% Food, Luncheons, Catering $33, % $ Miscellaneous $0.00 0% Office Costs, Supplies, Printing, Postage * $2, % $8.04 Other Expenses $0.00 0% Pass Through Funds $0.00 0% Professional Fees, Honorariums, Legal Fees $3, % $11.12 Scholarship Expenses $0.00 0% Travel Expense $ % $ TOTAL EXPENSES: $46, % $ PROCEEDS (Receipts Less Expenses) TOTAL PROCEEDS ($2,865.64) PER PERSON FEE ANALYSIS Pre-Conference From Registrations Calculated Cancer: UCCP Screeners $0 $0.00 Cancer: General $85 $ FDA & Food Supply 7 $50 $ Being Happy in a Fallen World 6 $50 $ Master Skills $50 $ Sub Total Average Sub Total 81 $20.68 $1, Day Member Rate $140 $18, Non-Member Rate $190 $3, Student Rate $40 $ Retired Rate $90 $0.00 Other Attendees and Payments Sub Total Average Sub Total 169 $ $22, Day Member Rate $85 $1, Non-Member Rate $110 $ Student Rate $20 $ Retired Rate $60 $ Sub Total Average Sub Total 40 $70.50 $2, Diff Check GRAND TOTAL 290 $94.16 $27, $0.00 ConferenceBudget2011-Draft3.xls - Last Year Acutal Cost Analysis 1 ~ 2/28/2011 ~ 9:52 AM

Plans & Budget PUBLIC HEALTH CONFERENECE

Plans & Budget PUBLIC HEALTH CONFERENECE Plans & Budget 2016-17 ` MEMBER SERVICES 2.1 PUBLIC HEALTH CONFERENECE 2016-17 Planned Activities, Events, Goals, Outcomes The 2016 UPHA annual conference is planned for April 11-13 at the Sheraton Hotel