An ai"iiiiare or 41/EE4C and NE-4

MEMORANDUM

TO: FROM: DATE: RE:

UNE RA Delegates UNE Budget Committee May 17,2006 Proposed 2006-07 UNE Budget

The UNE Board is recommending a 2006-2007 Budget with a $1 0 dues increase which amounts to a total dues of $169 ($164 + $5 PAC). As the Budget Committee reviewed the budget data from the mid-year point in the 2005-2006 budget, it realized there were several areas that would require increases besides staff salaries and benefits. The Business Ground Transportation Accounts (BGTA) have been under budget based on utilization and require a $5,000 adjustment. This amounts to approximately a $1.50 increase in dues. During the past several years, UNE and Bayland have been involved with a number of other UniServs and WEAC cooperatively working to stop TABORfrPA in the legislature prior to becoming a ballot initiative. These groups conducted focus groups around the state prior to the 2004 elections and ran radio ads prior to the legislature voting on the Taxpayer Protection Amendment (TPA) this April. The cost to each of the UniServs was $5,000 for the focus groups and $5,000 for the radio ads. Anticipating similar types of activities in the future, the Budget Committee and Board of Directors approved a new $5,000 line item in Project 11 - Legislative to continue our participation in these type of activities. This amounts to approximately a $1.50 increase in dues. The Budget Committee also learned that our office computers need software upgrades and licensing; the server needs greater back-up capability and an upgrade to handle the large volume of data being stored on it, as well as extending the warrantee on the server for another year. Due to these expenses, the Office Equipment line item in Project 01 - Office & Staff was increased by $3,500 which is exactly a $1 .OO dues increase. Earlier this year, Director Jim Blank announced his plan to retire at the end of the 2006 calendar year. As a transition period for Jim and the new UniServ Director, the Budget Committee and Board of D~rectors recommend that we hire Jim's replacement on September 1, 2006 to make for a smooth transition. This overlap accounts for approximately a $3 dues increase. The Budget Committee also believed that with the gas running close to $3 a gallon, it was necessary to increase our mileage allowance that is part of amount each Project Line Item 5021. The remain increases is for staff salaries and fringe benefits wh~ch to approximately a $4 per member increase. On the income side of the ledger, the NEA subs~dyincreased by approximately $2,000, the WEAC subsidy by $500 and with the slight increase in interest rates our interest income is estimated to Increase by approximately $2,000 over the budgeted amount by the end of the year. This amounts to approx~mately $1.30 more in income from these sources. a

,

If you have any questions, the Budget Committee will be more than happy to try to answer them.
7736 F\l. Militarj Avenue. Gresr: Eay, 'WI 54303-4414

Te!:(920) 496-2440 Toli kee: (860) 472-5582 Fax: (920) 496-2444

2006-2007 UNITED NORTHEAST EDUCATORS BUDGET PROPOSAL TO UNE REPRESENTATIVE ASSEMBLY

INCOME LOCAL PER CAPITA WEAC SUBSIDY INTEREST NEA SUBSIDY

2006-07 $574,000.00

2005-06 $523,600.00

DOLLAR CHANGE

PERCENT INCREASE

$50,400.00

9.63%

2006-07Per Capita @.O FTE 2005-06Per Capita @ 3,400.0 FTE

$ + 3,500

$164.00 $574,000.00 3,500 = t
Dollar Increase Percent Increase

-

$164.00 10.00 6.49%

PAC Dues would be $5.00= $5.00 +164.00= $169.00 TOTAL PER CAPITA TAX - 2006-07 $ 69.00 = 1 1 2005-06= $ 59.00 TOTAL DOLLAR INCREASE $ 10.00 PERCENT INCREASE 6.49% EXPENSES: See attached sheets for breakdown.

EIGHTEEN-YEAR PER CAPITA HISTORY
REGULAR
Proposed

PAC
5.00

TOTAL

2006-2007

164.00

169.00

PROPOSED
UNE Budgel 2006-07 17 UNE Retired

'-'
ACCOUNT TITLE

NO.

Professional Salarv Frinoe Benefit Associate & PI. Time Salary Fringe Benefit Invoiced Secretarv Overtime Retired Insurance SuoDlemental Pav Professional Exnenses ge Parkin9 &Cabs Business Ground Transoortation
AytG-Main1erumGe

Ay!Yr<!nGe Lodging Meals Technolonv Renlacement Maintenance Contract Co ier) BuildinQRent Utilities Heat LlQhtWater) Teleohone Insurance Cell Phone Postaae Advertisina Subscriptions & Books Office Sunnlies Office Enui ment EouiDment Maintenance Conferences/Workshoos Trainina Staff Controlled Train!!!!!WEAC Conlrolled) Outside Services Audit Fees ConsultinQ Subsidies Other-Cantingencies 2006.07 EXDenses 2005.06 Exoenses $ Change 'I, Increase SUMMARY OF INCOME PROJECTIONS
NUMBER OF MEMBERS

01 Office & Staff 5011 $ 137.257 5012 $ 76.039 5013 5014 $250 5015 5016 5017 5019 5020 $1,000 5021 5022 $26,208 5023 5024 5026 5027 5028 $4,000 5030 $1,404 5031 5032 $4,500 5033 $3,000 5034 $3,000 5035 $1,600 5045 $7,000 5046 5047 5048 $2,000 5049 $6,500 5050 $1,750 5052 $1,600 5053 5054 $1,600 5070 $3,100 $3,000 5072 5073 5080 5090 $ 284,808 $364,522 ($79,714 -21.87%

02Shared 01 New Hire Staff Prof. Staff 66,279 $ 71,631 $ 46,717 $ 37.238 $ 65,550 $ $ 49,629

03UNE Board

04WEAC Board

05 UNE RA

06NEA 07 Nea. RA

OSIPD 09 P.R.

10 Newslt. 11 Leo.

12 Crisis

13 M.R.

140.D.

15 WEAC RA 16 Contino.

$200 $2,640 $8,160 $500 $2,400 $2.000 $1,700 $350 $1,740 $100 $2,809 $250 $200 $650 $500 $800 $800 $1,200 $400 $240 $1,200 $250 $1,400 $250

$1,800

$550

$4,000

$100

$600 $250 $100 $250 $0

$3,000 $1,900

$1,000 $350 $1,500 $150

$6.000 $1,286 $1,136

$1,000

$500 $5 000 $4,000

$4,000

$0 / $ 118,348 $0 $118.348 $229,877,91 $212,786 $17,092 8.03% $5,740 $5,740 $0 0.00% $4,500 $4,500 $0 0.00% $2,600 $2,600 $0 0.00% $6,000 $6.000 $0 0.00% $4,640 $4,640 $0 0.00% $1,550 $1.550 $0 0.00%

$2,175 $2.665 $3,315 $650 -19.61% $4.900 $4,900 $0 0.00% $10,459 $5,459 $5,000 91.59% $4,000 $4,000 $0 0.00% $2,200 $2,200 $0 0,00% $9.550 $9,550 $0 0.00% $1 ,400 $1,900 $500 100%

$4,500 $4.500 $4,500 $0 0.00%

TOTAL $275,167 $159,995 $ 65,550 $ 49,629 250 $ $ $ 200 $ $ 1,000 $ 9,280 $100 $ 34.368 $ $ $ 3,850 $2,@" $l $ 4,000 $ 1,404 100 $ $ 4,500 $ 3,000 $ 3,000 $ 2,200 $ 11,000 $ $ 2,450 $ 4,050 $ 6,500 $ 1,750 $ 11,500 $ 2,886 $$ 12,100 $ 3,000 $ $ 2,175 $ 4,500 $698.088 $350 $698,088 5 $0 $638,162 $350 $59,926 9.39% 100.00%

-

3,500.0 Increased from 3,400 in 2005-06

PAC DUES 2005.06 Dues ~ osed 2006-07 Dues
IAn Increase
..

$ $ $
$

5.00 154.00 164.00
10.00

6.49%

Percent

Increase

of

I
32,735
Based 05-06 Amount on 2,992,4 7 FTE

iNTEREST NEA SUBSIDY WEAC SUBSIDY DUES INCOME TO TilL II,COME 1(n AI. EXPENSES $ $ $ Increases over prior year's budget Decrease from prior year's budget New budget item

$15,738 87,402 20.947 574,000
698,088 898,088 (0)

..

<'/ 2006.07 UNE Budget March 06 New Hire 9-1.06 $10 Dues Increase.xls Pro9ram 2006-07 4112/2006