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CFO announces Diocese of Newark budget process for 2018

Budget
By: 
Sam Reckford, CFO

The 2018 budget process will follow the same process adopted by Diocesan Council for use in preparing previous budgets. This process more easily allows individuals and organizations to request funding as part of the 2018 Budget. Funding requests for 2018 are due by September 13, 2017.

This procedure provides:

  1. A way for funding requests to be submitted to Council for consideration well in advance of Convention;
  2. An opportunity for requestors to present their proposals to Council for consideration in the upcoming year’s budget; and
  3. A process for requestors to interact with Council if Council determines not to include the request in the budget or proposes changes to the request.

Experience has demonstrated that budget adjustments presented late in the budget process and close to the Convention make it difficult or impossible for deputies attending the Annual Convention to adequately consider and make a reasoned determination regarding proposed changes. Because of this difficulty, Council believes that continuing this process will allow for better communication and discussion of budget matters prior to the start of the actual Convention.

Summary

Individuals or organizations are being offered the opportunity to request that programs and funding not already included in the 2017 budget be considered by Council for inclusion in the proposed 2018 budget to be presented to the January 2018 Convention. Such requests are due by September 13, 2017. Organizations already included in the 2017 budget will be required to submit their 2018 request for continued funding as directed by the Chief Financial Officer. This schedule will provide for an adequate period of time for Council to consider the requests and, if helpful, to meet with those making such requests during the fall.

The current Rules of Order relating to Convention allow for budget resolutions (i.e., changes to the proposed budget) be submitted by noon on Friday of the week before Convention (i.e., January 19, 2018).

Council believes that, since it can be very difficult to effectively and fully communicate to all deputies such proposed changes in the short period of time from the proposal to the Convention, using this budget process will make requests more open and transparent to all deputies and provide for a longer period of time to consider the impact of all requests.

2018 Budget Process

August 2017

Publication of notice announcing 2018 Budget Process and Fall Budget Hearing in October to discuss Budget Funding Requests.

Proponents of Budget Funding Requests will be advised that their Budget Funding Request is to be submitted in writing to the Chief Financial Officer by September 13, 2017.

September 2017

September 13 – Budget Funding Requests due (to be submitted in writing to Chief Financial Officer). Download the Budget Funding Request Form.

October 2017

October 11 – Fall Budget Hearing – Open meeting with Diocesan Council (Location TBD)

  • Review of year-to-date 2017 results
  • First presentation of proposed 2018 budget
  • Open discussion to gather input and clarification of Budget Funding Requests; individuals or organizations that submitted Budget Funding Requests by September 13 may make short presentation to Diocesan Council; Council may ask questions regarding Requests

November 2017

November 8 – Council makes decision with regards to all Budget Funding Requests. (Location TBD)

November 15– By this date, Council will advise those who submitted Budget Funding Requests of its decision as to whether or not the Budget Funding Request is or is not to be included in the 2018 Budget and, if so, the amount to be included in the budget.

December 2017

December 1 – Those who submitted Budget Funding Requests and who were advised that Council decided to (a) not include the request in the 2018 Budget or (b) change the amount requested, must advise the Chief Financial Officer that they would like to attend the Council meeting on December 13 to request reconsideration, and will be required to provide a brief explanatory paragraph in writing as to the rationale supporting their request. Those who do not make this request by December 1 may not make a presentation to the Council at its meeting on December 13.

December 13 – At Council meeting–Individuals or organizations whose Budget Funding Requests were not accepted or were otherwise altered (including the dollar amount) may attend to discuss Council’s decisions and request reconsideration, provided that they requested to do so by December 1.

December 20 – Council will advise those who attended the December 13 meeting requesting reconsideration of its Budget Funding Requests of its decision.

December 20 – 2018 Budget that has been adopted by Council to recommend to Convention will be posted on diocesan website as soon as possible (within seven days of adoption by Council) to allow deputies and others an opportunity to review prior to the Pre-Convention Meetings.

January 2018

January 20 – Final deadline of proposed budget resolutions; must be submitted to Secretary of Convention by noon on the Friday before Convention.

January 26-27 – Diocesan Convention.

  • Presentation of proposed 2018 Budget for consideration and approval

Questions relating to this process should be addressed to Sam Reckford, the Chief Financial Officer.